In this article, we will take a look at the stocks with the best earnings growth for the next 10 years.
In today’s market, many investors are no longer focusing solely on returns over a few quarters. Instead, they are seeking a much bigger question: What will shape the economy over the next decade, and how can they position themselves early?
The next decade is likely to be shaped by some of the greatest structural trends in modern history, including AI, cloud computing, healthcare innovation, and cybersecurity. The real winners are companies that can deliver consistent earnings growth, driven by innovation, stronger execution, technological advancements, and differentiated business models.
On May 13, Reuters reported that Morgan Stanley has lifted its annual target for the S&P 500 index to better reflect the view that U.S. stocks can continue to rally on sustained earnings growth. For 2026, per-share earnings guidance was marked at $339 for S&P 500 companies, up 23% from the previous year. This is supported by expectations of efficiency gains from increased AI adoption and strengthened pricing power.
“Over the next 12 months, we see the rolling recovery continuing to progress, driven by a strong earnings environment as positive operating leverage persists and is further enhanced by AI adoption,” Morgan Stanley said.
While viewing inflation as a key threat to its stance, Morgan Stanley believes “resiliency in earnings data” backs their view. The firm raised its 2027 mid-year target for the benchmark index to 8,300, with EPS for the components pegged at $380 and $429 for 2027 and 2028, respectively.
With this view, we have compiled a list of the 10 stocks with the best earnings growth for the next 10 years.
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Our Methodology
For this article, we considered stocks with market capitalizations exceeding $2 billion. After this initial screening, we filtered for stocks with both forecasted EPS growth over the next 5 years and a return on equity of over 15%. We shortlisted stocks with at least 20% upside potential, and based on the number of hedge funds holding positions in these stocks. We limited our final selection to companies that have recently reported noteworthy developments likely to impact investor sentiment. These stocks were then ranked in ascending order by the number of hedge fund holdings.
Why are we interested in the stocks that hedge funds pile into? The reason is simple: our research has shown that we can outperform the market by imitating the top stock picks of the best hedge funds. Our quarterly newsletter’s strategy selects 14 small-cap and large-cap stocks every quarter and has returned 498.7% since May 2014, beating its benchmark by 303 percentage points (see more details here).
10. Airbnb, Inc. (NASDAQ:ABNB)
Number of Hedge Fund Holders: 80
On May 11, Trevor Young from Barclays lifted the price target on Airbnb, Inc. (NASDAQ:ABNB) from $122 to $125 and reiterated an Equal Weight rating. The firm’s estimate reflects a potential downside of approximately 7%.
Wall Street has turned more positive on Airbnb, Inc. (NASDAQ:ABNB) after its Q1 FY2026 results. The company delivered a strong 18% YoY revenue growth to $2.7 billion, surpassing expectations. Similarly, Gross Booking Value surged 19% YoY, thanks to robust demand and sustained pricing strength.
In response to these developments, Citizens analyst Matthew Condon raised the price target on Airbnb, Inc. (NASDAQ:ABNB) to $170 from $160 and maintained an Outperform rating. The firm believes there are several indicators that point to better revenue and earnings forecasts, particularly increased deployment of AI-driven search, global launch of Reserve Now Pay Later and related policies, a planned loyalty program, and a longer-term advertising opportunity that has the potential to contribute over $1 billion in incremental EBITDA.
Airbnb, Inc. (NASDAQ:ABNB), founded in 2007, is a California-based company operating a platform that connects hosts and guests to book stays and experiences.
9. Autodesk, Inc. (NASDAQ:ADSK)
Number of Hedge Fund Holders: 81
Saket Kalia, an analyst at Barclays, trimmed the price target on Autodesk, Inc. (NASDAQ:ADSK) to $300 from $315 and maintained an Overweight rating on May 13. The firm projects 5%-6% YoY growth in Q1 billings.
With the Q1 report scheduled for May 28, analysts expect Autodesk, Inc. (NASDAQ:ADSK) to deliver an EPS between $2.83 and $2.87 in Q1 2027. Overall, the company is a Buy among 92% of analysts covering the stock, with the remaining 8% rating it Neutral. The consensus 1-year price target of $330 reflects a potential upside of approximately 40%.
Back on May 12, BofA Securities resumed coverage on Autodesk, Inc. (NASDAQ:ADSK) with a Buy rating and a price target of $300. Previously, the firm had a Neutral rating on the stock. BofA believes the company’s data, 3D context, and 10-year-long AI investment provide “structural advantages that are hard to replicate.” Additionally, the company has been involved in its go-to-market modernization and technology shift to be “appropriately positioned for AI.” As the company sustains its momentum, it remains one of the stocks with the best earnings growth for the next decade.
Autodesk, Inc. (NASDAQ:ADSK) is a California-based company that provides 3D design, engineering, and entertainment technology solutions. Incorporated in 1982, the company serves a wide range of markets, including engineering, construction, education, and entertainment.
